Paul, Anne, Arlene, and Michael discuss some of the most common weaknesses millennials have with financial planning. They cover the pros and cons of contributing to a Roth IRA, budgeting, estate planning, and more. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar recording, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on April 18, 2020.
Tax Planning Through The Four Phases of Retirement (Part 2)
How much you save for retirement is important, but what’s more important is how much you will get to keep. In a